Tower View Wealth Management’s A.O. Smith AOS Stock Holding History

Tower View Wealth Management’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-29,081	Closed	-$1.55M	–	138
2019 Q1	$1.55M	Buy	29,081 +118	+0.4%	+$5.87K	1.38%	35
2018 Q4	$1.24M	Buy	28,963 +204	+0.7%	+$9.38K	1.28%	37
2018 Q3	$1.53M	Buy	28,759 +268	+0.9%	+$15.7K	1.34%	34
2018 Q2	$1.69M	Buy	28,491 +368	+1%	+$23.2K	1.59%	28
2018 Q1	$1.79M	Buy	28,123 +258	+0.9%	+$16.6K	1.79%	23
2017 Q4	$1.71M	Buy	+27,865	New	+$1.69M	1.57%	29

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tower View Wealth Management's AOS Position: Q2 2019 in Review

Tower View Wealth Management sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 29,081 shares — an estimated $1.55M sold.

Tower View Wealth Management first reported a position in AOS in Q4 2017 and held it in 6 quarters. The position peaked at $1.79M in Q1 2018. 478 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

Tower View Wealth Management reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
Tower View Wealth Management sold 29,081 A.O. Smith shares in Q2 2019, an estimated $1.55M.
Tower View Wealth Management first reported a position in A.O. Smith in Q4 2017 and held it in 6 quarters.
Tower View Wealth Management's A.O. Smith position peaked at $1.79M in Q1 2018.
478 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Tower View Wealth Management's 13F filing for Q2 2019, filed 17 Jul 2019.